John Goldsberry
Aptus Capital Advisors · Fairhope, Alabama
John Goldsberry is a fee-only financial advisor at Aptus Capital Advisors in Fairhope, Alabama. Aptus Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Aptus Capital Advisors |
|---|---|
| Based in | Fairhope, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $14.14B across 12,707 accounts |
| SEC registration | Investment adviser representative in AL · CRD 6397987 |
| Exams passed | Series 65 (2014) |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | www.aptuscapitaladvisors.com |
How John's firm compares
- Aptus Capital Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 12,707 accounts).
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Questions about John
Is John Goldsberry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Aptus Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Aptus Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Goldsberry based?
John Goldsberry is based in Fairhope, Alabama.
Is John Goldsberry registered with the SEC?
Yes. John Goldsberry is registered as an investment adviser representative in AL (CRD 6397987), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aptus Capital Advisors manage?
Aptus Capital Advisors reports $14.14B across 12,707 accounts in assets under management.
How do I contact John Goldsberry?
Through John's website, www.aptuscapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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